Paraplanner – Level 4 Diploma or Level 6 Diploma Qualified | Glasgow

Shape the Future of Financial Planning with a Leading Chartered Firm

Are you a qualified Paraplanner ready to take your career to the next level? Join a highly respected, independent Chartered Financial Planning firm in Glasgow that’s renowned for delivering exceptional, client-focused advice.

This is your opportunity to work alongside some of the industry’s best advisers in a collaborative environment where your expertise is valued, and your professional growth is supported.

What You’ll Do

As a Paraplanner, you’ll play a pivotal role in supporting advisers and delivering outstanding client outcomes by:

• Preparing detailed client reports, technical documents, and recommendations.
• Conducting in-depth product and technical research.
• Reviewing portfolios and creating tailored meeting agendas.
• Liaising with providers for illustrations and literature.
• Handling client queries (non-advisory) and ensuring smooth administration.
• Maintaining the highest standards of professionalism and confidentiality.

What We’re Looking For

• Solid experience in paraplanning within a financial planning or wealth management environment.
• Level 4 Diploma or Level 6 Diploma in Financial Planning.
• Exceptional attention to detail, strong analytical skills, and clear communication.
• A proactive, team-oriented mindset with a passion for delivering quality advice.

What’s on Offer

• Competitive salary (DOE) plus comprehensive benefits.
• 35 days annual leave.
• 8% employer pension contribution.
• Private Health Insurance and additional perks.
• A clear career path with opportunities to progress towards Senior Paraplanner or Chartered or Certified Financial Planner status.
• A supportive, collaborative team culture that invests in your success.

Ready to make an impact? Apply today and join a firm that values your expertise. Submit your CV or contact Pauline Low at Reed for a confidential chat, please on or connect on LinkedIn